See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.1 year Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $5,198 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,596 | $51,576-96.9% | $129,207-98.8% | $80,856-98.0% |
| Participation rate | 87.4% | 57.0%+30.4pp | 69.6%+17.8pp | 67.6%+19.7pp |
| Annual return | 10.77% | 20.81%-10.0pp | 9417.33%-9406.6pp | 35.59%-24.8pp |
| Employer contribution / active EE | $705 | $1,584-55.5% | $4,153-83.0% | $2,755-74.4% |
| Participant deferral / active EE | $1,164 | $2,669-56.4% | $4,168-72.1% | $4,296-72.9% |
| Admin fee / account holder | $20 | $4,305-99.5% | $7,715-99.7% | $6,918-99.7% |